John Carpenter is a financial advisor at Cedar Cove Wealth Partners in Denver, CO, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, MG Stover and CO., and Janus Distributors LLC, among others. Cedar Cove Wealth Partners provides discretionary investment management and financial planning services to both individual and institutional clients, managing approximately $455 million in assets across more than 2,000 accounts. The firm employs a mix of active and passive strategies, tactical asset allocation, options, alternative investments, and ESG considerations, and offers services such as estate planning coordination and a proprietary wrap fee program.

Luke Fick is a financial advisor at Gill Capital Partners, LLC in Denver, CO, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Fidelity Investments and FirstBank of Colorado. Gill Capital Partners manages approximately $862 million for individual and institutional clients, providing wealth management, financial planning, portfolio management, retirement plan advising, and tax preparation services. The firm employs a range of investment strategies supported by proprietary and third-party technology platforms and offers both discretionary and non-discretionary portfolio management.

Kristin Schoenfelder is a CFP® with 15 years of industry experience. She is a Vice President and 15% owner of Marshall Investment Management, LLC and has worked there since 2015, concurrently maintaining a role at LPL Financial. Schoenfelder also serves as a notary public for the state of Colorado. Marshall Investment Management is a registered investment adviser serving individuals, high net worth clients, foundations, retirement plan sponsors, trusts, and estates. The firm offers discretionary and non-discretionary investment management through its Advisor Managed Portfolios platform, along with financial planning, consulting, and retirement plan advisory services.

Kirsten Hollander is a CFP® professional at Schaefer Financial Management, Inc. with 23 years of industry experience. She has been with Schaefer Financial Management since 2007. Outside of her advisory role, she serves as the bookkeeper for her spouse’s construction management company. Schaefer Financial Management provides comprehensive financial planning, investment management, and insurance-implementation services to individuals and institutional clients. The firm emphasizes long-term, asset-allocation investment strategies, operating primarily on a non-discretionary basis with customized, tax-sensitive portfolio management.

Eric Jacobs is a financial advisor at Global Wealth Strategies and Associates, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at MML Investors Services, LLC and MassMutual Life Insurance Company. Jacobs serves as the vice president on the board of directors for the ALS Association Rocky Mountain Chapter. Global Wealth Strategies and Associates provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to individual and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and constructs tailored growth and fixed-income strategies, often coordinating with outside advisors and accommodating client-specific trading restrictions.

Ryan Jercinovic is a CFP® with 18 years of industry experience, currently serving as an advisor at BXM Wealth LLC since 2026. He spent 13 years at Schwab Wealth Advisory Inc and 19 years at Charles Schwab. Outside of his advisory role, he is actively involved in managing rental properties owned through Jercinovic Holdings LLC. BXM Wealth provides portfolio management and integrated financial planning to individual and high-net-worth clients, employing a blended investment approach with passive cores and active tactical overlays. The firm emphasizes customized written Investment Policy Statements and offers both discretionary and non-discretionary management, with a client base characterized by relatively large average account sizes.

William Stordahl is a CFP® with 33 years of industry experience, currently serving as an advisor at Stordahl Capital Management, Inc., where he has worked since 2017. Prior to that, he was with Wells Fargo Advisors Financial Network LLC for eight years. Stordahl Capital Management is an independent wealth management firm overseeing approximately $612 million in client assets. The firm serves individuals, high-net-worth families, trusts, retirement plans, and institutions, employing an evidence-based, passive investment approach focused on global diversification, tax-aware portfolio construction, and the use of ETFs and mutual funds.

Richard Stark is a CFA® charterholder with 26 years of industry experience. He joined Compass Capital Management Inc in 2025 after a 41-year tenure at Boulder Asset Management. Compass Capital Management provides discretionary and non-discretionary investment management, financial planning, and tailored advisory services to institutional clients, high-net-worth individuals, and other investors. The firm employs fundamental research and valuation disciplines, focusing on mid-to-large-cap growth equities and a laddered intermediate-term fixed income strategy.

Scott Jensen is a financial advisor with G&S Capital LLC in Denver, CO, holding a Series 65 credential and one year of industry experience. He is also the owner and manager of Red Ivy Capital, LLC, an investment partnership, and owns an accounting firm, Kramer & Jensen, LLC. G&S Capital LLC provides discretionary investment management and financial planning services to individuals, trusts, businesses, and retirement plans. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis, and utilizes a range of instruments including derivatives and options strategies in separately managed accounts.

Alexandra Boyles is a financial advisor at Alpha Capital Family Office, LLC with seven years of industry experience. She has previously worked at Citigroup and JPMorgan Securities LLC. Alexandra also has experience outside finance, including a role with the Dallas Cowboys Football Club. Alpha Capital Family Office, LLC provides wealth management and comprehensive family office services to high-net-worth clients, offering discretionary investment management, tax coordination, estate planning, and consolidated reporting. The firm constructs diversified portfolios using various securities and may include private and alternative investments while utilizing technology and third-party managers to support client accounts.

Sanchi Ranyal is a CFP® with three years of industry experience, currently serving as a financial advisor at Fruitful Advisory, LLC in Denver, CO. Prior to joining Fruitful, Sanchi worked at Accretive Wealth Management from 2020 to 2025. Fruitful Advisory, LLC offers web-based financial planning and discretionary investment management to individual clients who maintain an active membership with Fruitful, Inc. The firm focuses on personalized financial planning through a client-specific “Money Map” and emphasizes passive, low-cost investment strategies primarily involving exchange-traded funds and index funds.

Matthew Tuft is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Forty North Wealth in Glendale, Colorado. His prior roles include positions at Panoramic Investment Advisors, Bank of America, Merrill Lynch, and Crump Life Insurance Services. He is a board member of Colorado Village Collaborative, a charitable organization focused on building safe outdoor spaces for people experiencing homelessness. Forty North Wealth serves individual and high-net-worth clients, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm provides discretionary investment management, financial planning, and retirement plan consulting, employing tailored portfolios based on client objectives and risk tolerance, and utilizes multiple third-party platforms and separately managed accounts for implementation and reporting.

Meghan Ide is a financial advisor at Crusonia Wealth Advisors LLC in Denver, CO, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at Private Capital Management, Auric Capital Partners, Merrill, Northern Trust, and William Blair & Company. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by offering discretionary portfolio management, portfolio design, and financial planning. The firm uses a multi-disciplinary investment process incorporating equities, fixed income, alternative investments, and third-party managers, and is affiliated with Crusonia Tax Advisors for standalone tax services.

James Goldstein is a financial advisor at Axos Invest, Inc with 26 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes a 20-year tenure at Oppenheimerfunds Distributor, Inc. and roles at E*TRADE Securities LLC before joining Axos Invest. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation, diversification, and thematic exposure options, with an internal Portfolio Management Group coordinating model implementation and trade execution.

Jeffrey Schaefer is a CFP® professional with 27 years of industry experience, currently serving at Schaefer Financial Management, Inc., where he has worked since 2001. He holds the Series 63 license and is based in Englewood, Colorado. Schaefer Financial Management provides comprehensive financial planning, investment management, and insurance-implementation services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on long-term, asset-allocation strategies with an emphasis on tax-sensitive rebalancing and operates primarily on a non-discretionary basis, requiring client approval before executing trades.

William Brossman is a financial advisor at Clear Creek Advisors in Denver, CO, with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Catalyst Retirement Advisors and Kestra Investment Services. Clear Creek Advisors provides discretionary investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both retail and high-net-worth clients, typically implementing programs through model portfolios managed by third-party subadvisors.

Scot Barringer is a financial advisor at Chicago Capital Management Advisors, LLC with 41 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including American Trust Investment Services, WestPark Capital Inc, and Applied Wealth Management. He is the owner of the Federal Employee Retirement Center and serves on the Finance Committee of Sandhill Presbyterian Church. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for individuals, corporations, trusts, and retirement plans. The firm offers customized portfolio management and comprehensive financial planning services using a bottoms-up fundamental screening process and integrates third-party managers and various investment strategies.

Erik Krom is a financial advisor at Clear Creek Advisors in Denver, CO, with 13 years of industry experience. He holds a Series 65 designation and has worked at Clear Creek Advisors since 2017, following prior roles at Tfo Tdc, LLC and Paradigm Group. Outside of his advisory role, Krom is the president of Elk Advising, a CEO consulting firm he founded in 2023. Clear Creek Advisors provides discretionary investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both retail and high-net-worth clients, typically implementing programs through model portfolios managed by third-party subadvisors.

Jenny Ly is a financial advisor at Clean Yield Asset Management in Denver, CO, holding a Series 65 designation. She has been with Clean Yield since 2023 and previously worked at Sandhill Investment Management from 2019 to 2023. Before her finance career, she was involved with Cara Mia Pet Resort and the University at Buffalo. Clean Yield Asset Management manages discretionary investment portfolios for individuals, trusts, foundations, and institutions using a team-based investment process with a fiduciary standard. The firm emphasizes socially responsible investing through integrated financial analysis and environmental and social screens, managing approximately $571 million in client assets.

Henry Schaefer is a CFP® and Series 65-registered financial advisor with four years of industry experience. He has worked at Schaefer Financial Management, Inc. since 2021 and previously was employed at the University of Colorado for five years. Schaefer Financial Management, Inc. provides financial planning and investment management services to individuals, trusts, and retirement-plan participants, managing approximately $1.1 billion in client assets. The firm uses a long-term, allocation-driven approach based on modern portfolio theory and offers predominantly non-discretionary portfolio management tailored to client preferences.